Equity Trader

Osaic is a financial services company seeking an Equity Trader to support over 11,000 Financial Professionals across the country. The role involves engaging in equity trading activities, processing trade errors, managing risk, and providing guidance on trade platforms.

What you'll do:

• Service the trading needs of representatives for the Osaic Advisor Network
• Process and facilitate equity & option transactions from representatives
• Field inquiries regarding general knowledge of securities, policies, quotes, and fees
• Diligently process trade errors for firm and representatives
• Timely review of transactions for alignment with market and firm guidelines
• Prioritize information that needs immediate attention
• Ensure timely follow-up concerning all issues and inquiries
• Other duties as assigned

What they're looking for:

• Minimum of high school diploma or equivalent is required
• 1+ years of customer service or contact center experience
• FINRA Series 7 & 63 license required
• Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
• Excellent communication & organizational skills
• Quick learner with basic technical skills to efficiently navigate through various systems
• STRONG customer focus orientation
• High attention to detail, analytical mindset, and problem-solving skills
• Be able to work independently and maintain elevated levels of quality
• Self-motivated individual capable of meeting departmental expectations and deadlines
• Ability to participate and contribute to a team environment
• 1+ years' experience in financial services operations or broker-dealer setting

Benefits:

• Health, vision, dental insurance
• 401k
• Paid time away
• Volunteer days and much more